Military Financial Wellness Counselor

Magellan Federal; Cordero Junction (CA); Presencial; USD 58.000 - 94.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive benefits package

Equal Opportunity Employer

Descripción de la vacante

Magellan Federal seeks a Personal Financial Counselor for Travis AFB, CA to deliver counseling to service members and families at military installations. Responsibilities include budgeting education, classes, and referrals, with DoD collaboration.

Requirements include a Bachelor's degree, 3+ years of financial counseling, and AFC/CFP/ChFC certifications. U.S. citizenship and English fluency are required; bilingual in English/Spanish is a plus.

Formación

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English.
• If required by contract, bilingual in English and Spanish.
• Certifications AFC, CFP, or ChFC required.

Responsabilidades

• Provide personal financial counseling to service members and their families.
• Assist in establishing spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate Personal Financial Management classes/workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling and secure communications as needed.
• Follow DoD protocol for duty to warn situations.
• Participate in supervision, training, and contract activities.
• Perform other duties as assigned.

Conocimientos

Financial counseling

Clear communication

Bilingual (English/Spanish)

Educación

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Descripción del empleo

Magellan Federal seeks a Personal Financial Counselor for Travis AFB, CA to deliver counseling to service members and families at military installations. Responsibilities include budgeting education, classes, and referrals, with DoD collaboration.

Requirements include a Bachelor's degree, 3+ years of financial counseling, and AFC/CFP/ChFC certifications. U.S. citizenship and English fluency are required; bilingual in English/Spanish is a plus.